Ron Michael Koren

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2026-08-13
AL	RA	APPROVED	2026-08-11
TX	RA	APPROVED_RES	2026-08-11
PA	RA	APPROVED	2021-10-14

Branch Locations

Philadelphia, PA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Us Healthy Retirement Choices Inc.	Wynnewood	PA	06/2016	12/2019
Brokers International Financial Services, Llc	Urbandale	IA	04/2019	12/2019
Equitable Life Insurance Company Dba Karr Barth Associates	Bala Cynwyd	PA	12/2019	12/2020
Aegis Wealth Management, Inc.	Guthrie Center	IA	12/2020	10/2021
Equitable Advisors, Llc	Bala Cynwyd	PA	12/2019	12/2020
Tiaa-Cref Individual & Institutional Services, Llc	Philadelphia	PA	10/2021	Present
Tiaa	Philadelphia	PA	10/2021	Present

06/2016 → 12/2019

Us Healthy Retirement Choices Inc.

Wynnewood, PA
04/2019 → 12/2019

Brokers International Financial Services, Llc

Urbandale, IA
12/2019 → 12/2020

Equitable Life Insurance Company Dba Karr Barth Associates

Bala Cynwyd, PA
12/2020 → 10/2021

Aegis Wealth Management, Inc.

Guthrie Center, IA
12/2019 → 12/2020

Equitable Advisors, Llc

Bala Cynwyd, PA
10/2021 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Philadelphia, PA
10/2021 → Present

Tiaa

Philadelphia, PA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-07-14
S65	Uniform Investment Adviser Law Examination	2019-03-29

Other Firms